I think the first time I heard the name Tim Martin, chairman and founder at JD Wetherspoon, was at MOI Global’s Latticework conference in...

Below are notes from a new book, along with thoughts on Howard Hughes Corp’s big move and the “rabbit” finally revealed at Interactive...

The S&P500 hit a new all-time high last week. Yet, as always, there are still quality assets on sale. Below, we take a look at one...

With news of big mergers – UTX-Raytheon, the failed (thus far) Fiat Chrysler-Renault merger – it may pay to think about the challenges of...

John Neff died this week. He was the manager of the Windsor Fund for more than 30 years. During that time, he delivered an average annual...

Okay, so May has been kinda rough for us long-only investors… What to do? Well, let’s invert the question, as Charlie Munger would say....

One of the interesting side-benefits of owning holding companies is that you wind up following the holding companies’ own investments....

Below, I’ll touch on a couple of earnings reports from ideas I’ve written about here on the blog. And, with all the volatility of late, I...

Below are some notes from Omaha – a few thoughts on the Berkshire meeting, a look at a new fund dedicated to the “pets economy” and what...

“The Anatomy of a 100-Bagger” was the title of a talk by Warren Kanders, moderated by Dan Roller of Maran Capital Management, at the...

I was at Interactive Brokers' (IBKR) annual meeting in New York on Thursday. I enjoyed seeing Thomas Peterffy (the founder and now...

I’m back from the Fairfax Financial annual meeting in Toronto. I headed up two days earlier to attend conferences and other stuff around...

In my study of 100-baggers since 1962, Berkshire Hathaway came out on top. It’s no wonder that investors are ever watchful for “the next...

In today’s post, we take a look at a new book: T. Rowe Price: The Man, The Company and The Investment Philosophy by Cornelius Bond... In...

I was cleaning out some old files – the physical kind – and I ran across one of my favorite investment speeches of all time: “Trying too...

In today’s post, we take a look at my favorite real estate stock, plus some notes from my reading of Prem Watsa’s annual letter as well...

In today’s post, you will find advice from one of our late sages, plus a look at an unusual stock buyback and the curious valuation of...

It’s earnings season and I’ve been busy reading over 10-Ks, transcripts and the like. But I still find time to read other things. Below,...

Ideally, I’d love to find ten great stocks I could leave alone for ten years – or longer – or enjoy great returns. But real life isn’t so...

An under-appreciated skill can turn a good investor into a mediocre one – and vice versa. We’ll take a look, plus the mailbag on Thomas...